Claraphi Advisory Network’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $7.42M | Sell |
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|
2022
Q3 | $22.8M | Buy |
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|
2022
Q2 | $11M | Sell |
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|
2022
Q1 | $17.6M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $854K | Buy |
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|
2020
Q4 | $789K | Buy |
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|
2020
Q3 | $695K | Buy |
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|
2020
Q2 | $303K | Sell |
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|
2020
Q1 | $429K | Sell |
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|
2019
Q4 | $655K | Sell |
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|
2019
Q3 | $697K | Sell |
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|
2019
Q2 | $738K | Buy |
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|
2019
Q1 | $636K | Sell |
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|
2018
Q4 | $773K | Sell |
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|
2018
Q3 | $915K | Sell |
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|
2018
Q2 | $1.1M | Sell |
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|
2018
Q1 | $1.27M | Buy |
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|
2017
Q4 | $1.11M | Buy |
|